Speaker: Dev Shah, CIMA® Market Leader - Blackrock Investment Management This lunch and learn will examine some online tools to assist you in building a financial plan and monitoring your investments as they relate to your goals and objectives. This will include demonstrations on how to access these resources online. […]
Join us at the Atlanta Botanical Garden-Gainesville for female fellowship, fun and education at our annual Mother's Day Luncheon. Agenda Technology Tools to Simplify your Life Kelly Lee, MBA, CFP, Financial Advisor, Strong Gaddy Lee Wealth Management Long term Care Options Simplified Karen Johnson, Regional VP, Sales, Global Atlantic Financial […]
Presented by: David Lebovitz, JP Morgan Many investors have seen strong performance over the last 10 years which has included the longest bull market in US history. Come learn more about JP Morgan's 2019 outlook and what this means for your portfolio as you approach retirement and/or your investing goals. […]
Presented by: Michael Zagoria, AXA Distributors Understanding factors that impact Social Security benefits and recent legislature will be the focus of this discussion. If you are approaching retirement and deciding when to take social security, this will be a very important topic for you. Event begins promptly at noon […]
Join us to hear Kelly Lee, Managing Partner & Financial Planner provide tips on planning for retirement. A builder must have blueprints and a process on how to build the home. Building a home correctly is important. your family sleeps and eats in your home; it protects you from storms; […]
Tune in as Strong Gaddy Lee Wealth Management managing partner, Shane Gaddy, hosts a live town hall meeting on managing emotions during a difficult time. If you have any questions or trouble accessing the meeting, contact Carrie Wilson at 770-534-0727 or carrie.wilson@stronggaddylee.com. Join Meeting Phone Dial-in +1.888.748.9073 (United States(Primary)) +1.844.540.8065 […]
Join us for this first meeting to kick-off our new Young Professionals program designed for driven, like-minded individuals between 20 and 35 years old interested in building their personal and professional networks through educational and social events and seminars. In light of our current environment, Hunter Holland, Financial Advisor with […]
Strong Gaddy Lee Wealth Management Group cordially invites you to attend a live Webinar on Structured Notes. Hosted by our Managing Partner, Shane Gaddy with special guest Dan Magnetta, CIMA®-Vice President of Structured Investments for First Trust. E-mail Sydney Robinson to RSVP and to receive the log-in information for the […]
Join us April 23 at noon for our online Lunch & Learn. This month we will be hearing from Vanguard representatives on their market outlook and learn some important key takeaways for the economy as a whole. Contact Sydney Robinson at 770-534-0727 or sydney.robinson@stronggaddy.lee.com to get the log-in information and […]
Join us May 28 at noon for our online Lunch & Learn. This month we will be learning more about social security and how to transform it into a winning retirement strategy. Contact Sydney Robinson at 770-534-0727 or sydney.robinson@stronggaddy.lee.com to get the log-in information and to RSVP.
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